Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
The Point
Quick, actionable insights for investors
Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
Loading posts...
Latest updates from our fund managers
Australian Equities
Pendal: The sectors shaping the 2026 investment landscape
December 10, 2025
See all
Income and Fixed Interest
Murray Ackman: How a desire for change is driving interest in green bonds
November 26, 2025
See all
Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
See allSubscribe to The Point
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.
Follow
The Point
These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in these podcasts are predictive and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
On-demand webinar: How to position portfolios for a falling-rates environment
Quick view
On-demand webinar: How to position portfolios for a falling-rates environment
A gradual rate cut path over 2025 should support economic growth, meaning investors should think carefully about fixed-income positioning. Pendal’s TIM HEXT and ANZ’s ADAM BOYTON explain in a new webinar
Elise McKay: What’s driving equities this week?
Quick view
Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by head investment specialist CHRIS ADAMS
Read Pendal’s latest weekly equities overview.
Feb 6
Impact of Trump’s tariffs | How to approach volatility in AI stocks | Inflation data “good news” for RBA
Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
Quick view
Samir Mehta: Trump tariffs are unlikely to impact China’s big online retailers
Investors should be ready for any scenario as Donald Trump weaponises trade tariffs.
This week we await the outcome of a call between Trump and Chinese president Xi Jinping to find out if tit-for-tat US-China tariffs will be paused as they were for Mexico and Canada.
But either way it would take a lot to disrupt the momentum of China’s big online retailers, argues Pendal’s Samir Mehta.
Last year China’s four big online shopping platforms – Alibaba’s AliExpress, TikTok, Shein and Temu – shipped almost $US200 billion worth of goods internationally. Of that, some $45 billion went to the US.
In anticipation of tariffs, Temu and Shein had already modified bulk shipping, diversified logistics and expanded their US networks. Meanwhile as TikTok’s future hung in the balance, Americans flocked to another Chinese app: Xiaohongshu.
“When a product provides a value proposition far superior to alternatives, tariffs might temporarily alter – but not permanently change – human behaviour,” says Samir.
Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
Quick view
Elise McKay: How equities investors should think about China’s disruptive DeepSeek AI
Market volatility sparked by China’s surprise DeepSeek AI app underscores the benefits of taking an active approach to portfolio management, argues Pendal’s Elise McKay.
DeepSeek rocked the tech world last week by demonstrating performance similar to OpenAI’s ChatGPT at a fraction of the development cost.
Market reaction was swift. Nvidia, the leading supplier of AI chips, dropped 17 per cent.
“The day-one market reaction is not necessarily reflective of the medium-or-longer-term outlook,” says Elise. “It is important to look through the noise.
“Volatility is a reflection of the unknown — and uncertain situations can create opportunities as we get clarity.
“DeepSeek demonstrates how the increasing influence of passive money in equity markets is creating opportunities for active managers.
“Cheaper AI shifts power away from the handful of hyper-scalers who could previously charge a premium for access. Open-source models mean a wider range of people can use it.”
“That could mean a broadening of market leadership away from the Magnificent Seven tech leaders such as Nvidia and Meta.”
Loading posts...
Subscribe to The Point
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.